+39.3%
ARES vs VCLT
+12.6%
+26.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -2.4% | +0.1% | -2.5% | -2.4% |
| 3M | +3.9% | -2.9% | +6.8% | +6.1% |
| 6M | +26.4% | -4.0% | +30.3% | +30.0% |
| YTD | -14.9% | -2.2% | -12.6% | -13.4% |
| 1Y | -20.4% | -2.6% | -17.8% | -18.8% |
| All | +39.3% | +12.6% | +26.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VCLT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling